See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,583 | $156,846+4.3% | $121,098+35.1% | $139,434+17.3% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 29.01% | 1474.56%-1445.5pp | 985.75%-956.7pp | 372.94%-343.9pp |
| Employer contribution / active EE | $9,401 | $5,536+69.8% | $4,164+125.8% | $4,751+97.9% |
| Participant deferral / active EE | $5,955 | $4,844+22.9% | $4,080+46.0% | $6,710-11.3% |
| Admin fee / account holder | $2,295 | $6,946-67.0% | $5,644-59.3% | $11,403-79.9% |